Aufman Associates Inc
RIA/Wealth
Aufman Associates Inc is a RIA/Wealth based in Sewickley, PA led by Edward J Aufman, reporting $863.2M in AUM as of Q3 2025 with 73% ETF concentration, 82% concentrated in top 10 holdings, and 21% allocation to VOO.
ChairmanEdward J Aufman
- Portfolio Value
- $177.7M
- Positions
- 66
- Top Holding
- VOO at 21.1%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Aufman Associates Inc's portfolio (82.3% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $37.5M | 21.10% | -$399.9K Sold | — 61.2K shares | |
ETF ETF | $36.7M | 20.67% | -$354.0K Sold | — 144.5K shares | |
ETF ETF | $30.9M | 17.38% | -$5.3K Sold | — 515.3K shares | |
Computer Hardware Technology | $16.6M | 9.35% | -$21.0K Sold | 0.03% 70.4K shares | |
Unknown Unknown | $7.3M | 4.10% | -$242.7K Sold | — 24.8K shares | |
ETF ETF | $5.2M | 2.93% | +$12.0K Bought | — 7.8K shares | |
ETF ETF | $3.7M | 2.09% | -$35.7K Sold | — 52.1K shares | |
Insurance - Diversified Financial Services | $3.4M | 1.93% | -$62.3K Sold | 0.00% 6.8K shares | |
ETF ETF | $2.6M | 1.44% | -$1.4K Sold | — 97.5K shares | |
Chemicals - Specialty Basic Materials | $2.4M | 1.33% | — | 0.12% 38.0K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Aufman Associates Inc's latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
New | |
New | |
+14.71% | |
+8.14% |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
-24.18% | |
-14.08% | |
-8.95% | |
-7.51% |
Analytics
Portfolio insights and performance metrics for Aufman Associates Inc
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